Beckley, Whitener & Wetmore Wealth Advisors
Financial Advising
Why pick this one
Beckley, Whitener & Wetmore Wealth Advisors provides in-house wealth management and business succession planning through a firm founded in 2020.
Best for
- Individuals and families seeking comprehensive financial planning
- Business owners coordinating personal retirement goals with business succession
- Closely held businesses needing 401(k) and qualified retirement planning
- Clients wanting financial coordination with CPAs, attorneys, tax professionals, and insurance specialists
- Clients seeking fiduciary guidance independent of proprietary financial products
Specialties
- Retirement planning
- Business succession planning
- College planning
- Estate planning
- Tax planning
- Life, health, disability, and long-term care insurance analysis
- ERISA 3(38) investment management
- Retirement planning for closely held 401(k) plans
Certifications
- Fiduciary services
- Member of Advisory Services Network, LLC
- ERISA 3(38) Investment Manager
What makes them different
- Founded in 2020 with a stated focus on client relationships spanning multiple generations
- Independent recommendations are not influenced by proprietary products, insurance providers, or outside entities
- Portfolios are designed, invested, and managed in-house
- Coordinates with estate attorneys, CPAs, tax professionals, and insurance specialists
- Offers flexible meetings at clients' homes, offices, either of two offices, or another convenient location
Distilled from this business's own website.
Contact & Location
- Address
- 1440 Old Lenoir Rd D, Hickory, NC 28601
- Phone
- +18288553434
- Website
- https://www.bwwwa.com/
- info@bwwwa.com
Services
- Comprehensive financial planning
- Wealth management
- Investment management
- In-house money management
- Personal planning
- Business-owner financial planning
- Qualified retirement planning
- Risk management
- Fringe benefit planning
- Group benefits planning
- Succession planning
- Insurance planning